All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

BALI,JEPQ,GPIQ: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2023-10-26? to Fri 2025-08-01 YTD
Return
TRR
Price
BALI
×
+1.26%
2025-08-01
1.324 TRR
2025-08-01
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ
×
−1.10%
2025-08-01
1.345 TRR
2025-08-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
+4.23%
2025-08-01
1.445 TRR
2025-08-01
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2023-10-26? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
BALI
×
+35.93%
+18.98%/yr
+12.94%/yr
(R2=0.674)
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ
×
+36.75%
+19.39%/yr
+12.54%/yr
(R2=0.646)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
+44.47%
+23.16%/yr
+14.72%/yr
(R2=0.711)
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2023-10-26? to Fri 2025-08-01 Start
Value
End
Value
BALI
×
$10,000.00
2023-10-26
$13,592.90
2025-08-01
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ
×
$10,000.00
2023-10-26
$13,674.71
2025-08-01
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
$10,000.00
2023-10-26
$14,447.05
2025-08-01
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year BALI JEPQ GPIQ
2025 (YTD) +1.26% −1.10% +4.23%
2024 +18.97% +21.40% +19.77%
2023 +9.89% +31.86% +15.72%
2022 −15.05%

Drawdowns

Thu 2023-10-26? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
BALI
×
−2.96% −17.84%
2025-04-08
Blackrock Advantage Large Cap Income ETF Exchange-Traded Fund
JEPQ
×
−4.54% −20.44%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund
GPIQ
×
−2.84% −21.41%
2025-04-08
Goldman Sachs Nasdaq-100 Core Premium Income ETF NASDAQ Exchange-Traded Fund